Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC is an SEC-registered investment adviser based in Dallas, TX that reports managing 3 private funds on Form ADV, including 1 private equity fund and 2 venture capital funds. It reports $1.5 billion in regulatory assets under management. Its private funds hold $21.3 million in gross assets.
- Regulatory assets under management
- $1.5 billionForm ADV Item 5.F
- Gross assets of private funds
- $21.3 millionAll private fund types, Form ADV
- Private funds managed
- 3PE 1 · VC 2 · hedge 0
- Employees
- 12Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 143771
- Latest Form ADV
- 03/30/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (1)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (1)
As reported in the adviser's Form ADV filed Mar 29, 2024. Funds also listed from Form D are shown above.
Fund vehicles: feeder funds and single-deal vehicles (1)
Feeder funds invest through a master fund; single-deal vehicles (SPVs, co-investments, series) hold one investment.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures